The Employee Information section is used to view, edit, and manage individual employee records within SimplyMerit. This area controls personal details, job attributes, eligibility indicators, and locking behavior that directly affect planning, approvals, and letter generation.
Admins can access this section via:
Configuration → Employee Information
Employee List View
The Employee Information landing page displays a searchable, sortable list of all employees in the system.
Key capabilities:
Search employees by name or other visible attributes
Sort columns such as First Name, Last Name, Title, and Employee ID
Quickly access an employee record using the Edit button
This view is intended for fast navigation and high-volume review during active cycles.
Editing an Employee Record
Selecting Edit opens the employee detail page. This page is divided into multiple sections, each controlling different aspects of the employee’s data and eligibility.
Employee Information (Personal Details)
This section captures core demographic and contact information, including:
First Name
Last Name
Date of Birth
Address (Line 1 and Line 2)
City, State/Province, Postal Code, Country
Email Address
Phone Number
Race
Gender
Education Degree
Degree Date
Veteran Status
These fields are informational and may also be referenced in reporting and letter templates if configured.
Information Locking
The Information Locking section allows admins to selectively prevent updates to specific areas of an employee’s data.
Available locks include:
Lock Out of App
Lock Employee Row
Lock Company Stock
Lock Restricted Stock Awards
Lock Incentive Stock Options
Lock Non-Qualified Stock Options
Lock Divisional Bonus
Important behavior:
Bonus- and equity-related locking options only appear if the employee is eligible for those compensation elements
Locking prevents changes during planning or approval stages while preserving visibility for reporting and letters
This dynamic behavior ensures admins only see controls that are relevant to the employee.
Job Information
The Job Information section defines the employee’s organizational and structural attributes, including:
Company Code
Manager
Manager’s Job Level
Job Title
Job Level
Job Grade
Job Function
Job Class
Department
Division
EEO Category
Hire Date
Admin status (Is Admin?)
Invitation eligibility (Enable Invitation)
These fields are critical for:
Manager hierarchy and visibility
Budget rollups
Approval workflows
Letter logic and conditional content
Custom Fields
Any Custom Fields configured for the company appear at the bottom of the employee edit screen.
Custom fields can be used to:
Capture organization-specific data
Drive conditional logic in letters
Support reporting or downstream exports
The presence and type of custom fields vary by company configuration.
Save Behavior
Each section includes its own Save Changes action. Updates take effect immediately upon saving and are reflected across planning, approvals, reporting, and letter generation.
→ Next: Guide: Admins Getting Started Part 27 - Standard Exports
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